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 Contact Us

​​For general inquiries, please contact us at [email protected].

For more specific inquiries, feel free to contact the appropriate board member below. Because CFA Society Iowa is a volunteer-based association of local investment professionals, please allow at least 24 hours for a response. Thank you.​

 Board of Directors

President
Joyana Pilquist, CFA
American Equity
Email Joyana



 

Vice President
Mark Sandbulte, CFA
FBL Financial Group​
Email Mark




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Treasurer
Ashley Arellano, CFA
Wellmark
Email Ashley



Secretary
Thomas McCaffrey, CFA
Gilbert & Cook
Email Thomas

 


Director of Programming
Mandy Wilson, CFA
Principal Financial Group
Email Mandy



Director of CFA Programs
Harley Gorter, CFA
First Horizon Bank
Email Harley



 

Director of Member Value
Nick Nolan, CFA
American Equity
Email Nick

 


 

Director of Eastern Iowa
Bryce Engelbart, CFA
Aegon USA Investment Management
Email Bryce

 

 

 

Director of Diversity & Inclusion
Tong Teh, CFA
Salt Solutions
Email Tong​​​​​​​​​​​

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 Past Presidents

​​Rob Dowil, CFA, 2021-22
Kevin Shires, CFA, 2020-21
Owen Gerard, CFA, 2019-20
Lindsay Havig, CFA, 2018-19
Scott Brustkern, CFA, 2017-18
​Brett Peterson, CFA, 2016-17
Scott Bennett, CFA, 2015-16
Matt Bral, CFA, 2014-15
Karey Anderson, CFA, 2013-14
Sayer Martin, CFA, 2012-13
Eric Lohmeier, CFA, 2011-12
Laura Beebe, CFA, 2010-11
Phelps Hoyt, CFA, 2009-10
Laurie Mardis, CFA, 2008-09
Daniel Laird, CFA, 2007-08
Jeffrey Fossell, CFA, 2006-07
Philip Horn, 2004-06
Thomas Foster, CFA, 2003-04
William Armstrong, CFA, 2002-03
Mark McGrew, CFA, 2001-02
Douglas Herold, CFA, 2000-01
James Windsor, 1999-00
Jeffrey Lorenzen, CFA, 1998-99
Marsha Yelick, CFA, 1997-98
Michael Hamilton, 1996-97
Lou Ann Sandburg, CFA, 1995-96
Roger Lay, CFA, 1994-95
David Seevers, CFA, 1993-94
Doug Angstrom, CFA, 1992-93
Catherine Zaharis, CFA, 1991-92
James Hovey, CFA, 1990-91
Richard Hegwood, CFA, 1989-90
Richard Waugh, CFA, 1988-89
Roger Grefe, CFA, 1987-88
Annette Shaw, CFA, 1986-87
Raymond Davis, CFA, 1985-86
John Freeland, CFA, 1984-85
Kenneth Shaffer, 1983-84
Dewain Sparrgrove, 1982-83
Merlynd Metcalf, CFA, 1981-82
Lawrence Halverson, CFA, 1980-81
Roy Shimer, 1978-79
Richard Warming, 1977-78
James Woods, 1976-77
Lance Nelson, 1975-76
S. Ralph Kosmicke, 1974-75
James King, 1973-74
Donald Brattebo, 1972-73
N. Robert Barman, 1971-72
Joseph Bisignano, 1970-71
Robert ​Wilkins, CFA, 1969-70
Keith Gunzenhauser, CFA, 1968-69
James Kempkes, 1967-68
Riley Richards, 1966-67​